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Reachable 3.0 training manual for enterprise registration - manual upload

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Reachable 3.0 training manual for enterprise registration - manual upload

  1. 1. 1 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. Reachable3.0 TrainingManual–Enterprise Registration(ManualUpload) May 2014
  2. 2. 2 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. TABLE OF CONTENTS 1. Invitation 2. Registration - Account information - Importing contacts - Signing up for TeamReach 3. Finding connections 4. Updating contacts - Making private / deleting - Updating contacts 5. TeamReach
  3. 3. 3 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. INVITATION
  4. 4. 4 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. INVITATION 1. Bynowyou shouldhavereceived anemailinvitationfromamemberof yourfirm’sTeamReachor administrator 2. WithinthisemailwillbeaURLwhere youcangotocreateaPremium accountonReachableandjoinyour company’sTeamReach 3. CopyingthatURLintoyourbrowser willtakeyoutoadedicatedlanding pagetostarttheprocess TeamReach Invitation The invitation URL will look something like this. . https://app3.reachable.com/account/Register.aspx?teamreachcode =UNIQUECODE
  5. 5. 5 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. REGISTRATION: ACCOUNT INFORMATION
  6. 6. 6 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. REGISTRATION Account Information 1. ClickingontheURLinyourinvitationemailwill takeyoutoadedicatedcompanyregistration page 2. Completetheinformation,rememberingto useyourcompanyemail 3. Select“Continue” 4. Youwillreceiveanemailconfirmation,witha requesttoconfirmtheemailaddresswith whichyouregistered
  7. 7. 7 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. JOINING TEAMREACH Your companyhas licensedReachable withTeamReach,grantingyou premium levelaccessto Reachableand access to theTeamReachcollaboration environment. 1. Premiumlevelaccessremoveslimitationson thenumberofallowablesearchesandlists thatexistwithintheBasicReachableaccount. 2. TeamReachenables“whoknowshow” functionalityforyourcompany. TeamReach isopt-in,andyoucanopt-outatanytimelater too. 3. ToaccessyourTeamReachpremium account, justclick“Continue,”leavingthe “ActivateTeamReach“checkboxselected.
  8. 8. 8 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. REGISTRATION Email confirmation 1. ClicktheConfirmmyemailaddresslinkor copyandpastetheURLintoabrowser window.This willconfirmyournew Reachableaccount
  9. 9. 9 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. REGISTRATION: IMPORTING CONTACTS
  10. 10. 10 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. YourDataIsYours:YourReachableaccountandanydatayouuploadtoitisyours.Youcandeletethedata,ormakeany contactsprivate,atanytime. IMPORTING CONNECTIONS Overview Togetstarted, we willhelpyou import your contactsfrom many sourcesto createthe most completepictureof who you know: • LinkedIn • Facebook • Outlook • Gmail • Yahoo • Othercontacts(suchasa.csvfile)
  11. 11. 11 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. REGISTRATION: IMPORTING LINKEDIN
  12. 12. 12 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. IMPORTING CONNECTIONS LinkedIn - Manual: Import Your Public Profile Incasetheautomatedimporterisnotpermittedonyourcompany’snetwork,usetheManualprocesstoimport yourPublicprofileandthenyourContactsintoReachablebyfollowingthesesteps: 11. Clickontheurlprovidedtotake youtothelocationinLinkedInto downloadyourprofile 2. Hoverover“EditProfile”and select“ExportPDF” 3. SavethePDFtoyourcomputer, thenselect“UploadPDF”in Reachableandselectthefile. 4. Thiswillstarttheprocessof importingyourprofileinto Reachableandtakeyoutoapage touploadyourContactsnext 2 3
  13. 13. 13 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. 3. SavetheCSVtoyourcomputer,thenselect “UploadCSV”inReachableandselectthefile. 4. Thiswillstarttheprocessofimportingyour contactsintoReachable. ToimportyourcontactsintoReachable, followthesesteps: 1. Clickontheurlprovidedtotakeyouto thelocationinLinkedIntodownload yourcontacts 2. Ensure“MicrosoftOutlookCSV”is selectedandclick “Export” 1 IMPORTING CONNECTIONS LinkedIn - Manual: Import Your Connections 2 3
  14. 14. 14 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. REGISTRATION: IMPORTING FACEBOOK
  15. 15. 15 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. IMPORTING FACEBOOK Importing contacts and profile information 1. Click“AddFacebookFriends”undertostart importingyourcontactsandprofile informationfromFacebook 2. Ifyouaren’tloggedintoFacebook,you’llbe promptedforyourlogininformation 3. Onceyouareloggedin,thewindowwill closeandtheimportwillbegin. 4. Thisimportmaytakesometime,butfeelfree tocontinuetheotherimportsduringthattime. A“Completed“statuswillappearwhenit’s done
  16. 16. 16 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. REGISTRATION: IMPORTING OUTLOOK
  17. 17. 17 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. IMPORTING OUTLOOK CONTACTS Upload File YoucanalsoloadyourOutlookcontacts.Once youexportyourOutlookcontactstoaWindows csvfile,youcanuploadthemusingthe followingsteps; 1. TouploadanexternalOutlookcsvfileof contacts,clickon“Other”underemail 2. Click“Browse”andselectthefileyouwish toimport 3. Onceyou’veselectedit,selectthe“Import Contacts”button,thiswillstarttheprocess
  18. 18. 18 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. REGISTRATION: IMPORTING YAHOO
  19. 19. 19 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. IMPORTING YAHOO Importing contacts 1. Click“Yahoo”underEmail 2. Ifyouaren’tloggedintoYahoo,you’llbe promptedforyourlogininformation 3. Onceyouareloggedin,youwillbeaskedto allowtheimportofcontactsfromyourYahoo account 4. Select“Agree” 5. Thewindowwillcloseandtheimportwill begin. 6. Thisimportmaytakesometime,butfeelfree tocontinuetheotherimportsduringthattime. A“Completed“statuswillappearwhenit’s done
  20. 20. 20 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. REGISTRATION: IMPORTING GMAIL
  21. 21. 21 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. IMPORTING GMAIL Importing contacts 1. Click“Gmail”underEmail 2. Ifyouaren’tloggedintoGmail,you’llbe promptedforyourlogininformation 3. Onceyouareloggedin,youwillbeaskedto allowtheimportofcontactsfromyourGmail account 4. Select“GrantAccess” 5. Thewindowwillcloseandtheimportwill begin. 6. Thisimportmaytakesometime,butfeelfree tocontinuetheotherimportsduringthattime. A“Completed“statuswillappearwhenit’s done
  22. 22. 22 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. REGISTRATION: IMPORTING OTHER CONTACTS
  23. 23. 23 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. IMPORTING OTHER CONTACT FILES Upload File Youcanalsoloadothercontactfilesyoumay have,suchasOutlookexport.csvfiles. 1. Touploadanexternalfileofcontact,clickon “Other”underemail 2. Click“Browse”andselectthefileyouwishto import 3. Onceyou’veselectedit,selectthe“Import Contacts”button,thiswillstarttheprocess
  24. 24. 24 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. REGISTRATION:YOUR PROFILE
  25. 25. 25 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. ADDING EMPLOYMENT RECORD Ifyoudidn’timportyourprofilefromLinkedInor Facebook,thenyou’llbeaskedtoenteryourmost recentemploymentrecord: 1. Filloutthe“Company”name,“Title”,“Start” and“End”date,ifthereisnoenddate,leave ascurrentinthefield 2. Thenselect“SaveDetails”
  26. 26. 26 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. REGISTRATION COMPLETE
  27. 27. 27 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited. Onceyou’vecompleteduploadingyourprofileand contactstoReachable,youcannowbeginusing youraccountbysearchingforapersonorcompany, aswellasuploadingandcreatinglistsofpotential targetsandinvitingotherstoTeamReach. REGISTRATION COMPLETE Reachable Features
  28. 28. 28 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited. NEEDADDITIONALHELP? SUPPORT@REACHABLE.COM

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